Individuals & Families

Your Trusted Investment Partner

SERVING INVESTORS
SINCE 1974

A Trusted Partner

Locally rooted and nationally recognized, Fenimore has been serving individuals, families, businesses, foundations, endowments, pension plans, nonprofits, and other organizations for nearly half a century.

Our investment solutions are designed with risk mitigation and growth of capital in mind. Fenimore’s team of professionals is here to help guide you through all market cycles and life’s milestones.

LET’S MAKE A
PLAN TOGETHER

Whether you’re just getting started, doing a 401(k) rollover, saving for retirement, funding your child’s education, or saving for another life goal, we can guide you.

Our team is accessible, available, and here to help you every step of the way.

Schedule a Meeting

HOW WE INVEST

We help define your goals and objectives, creating a framework for long-term planning.
Fenimore’s personal approach and investment management resources can help you achieve your financial goals.
We seek to invest in a select number of quality companies to protect and grow wealth over the long term. Quality, financially durable, well-run businesses can provide downside protection and upside potential.

Opening a mutual fund account?
We Offer low minimums.

Please call 800.932.3271 to speak with an associate or follow the links below.

OPEN AN ACCOUNT

REQUEST MORE INFORMATION

GENERAL INQUIRY

INVESTOR EDUCATION

Speak with an Associate Today
800.721.5391

Connect
With Our Team

COBLESKILL OFFICE
384 North Grand Street
Cobleskill, NY 12043

ALBANY OFFICE
4 Executive Park Drive
Albany, NY 12203
(near Stuyvesant Plaza)

Mail & Delivery Addresses

ESTABLISHED 1974

Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.